Status Page

The Status page gives HR administrators and consultants visibility into action planning progress across the entire organization, so you can identify who is making progress and who needs follow-up.

Beta feature. Action Planning is currently available as a beta release. Features and interface details may change as we refine the experience.

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Actions tab

The ACTIONS tab displays a table with columns for Action, Owner, Milestones (completed/total), Next Due date, and Status.

Filter the view using these chips at the top:

• All — Every plan in the organization.

• Complete — Plans with all milestones done.

• Overdue — Plans with milestones past their due date.

• Unassigned — Plans not yet assigned to a user.

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Users tab

The USERS tab shows all assigned users with their node assignment and milestone progress.

Filter the view using these chips:

• All — Every assigned user.

• No Plans — Users who have not created any plans. This filter is useful for identifying people who need follow-up.

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Filtering by reporting structure

The reporting structure tree appears in the left sidebar. Each node shows a progress bar and count (for example, "0/9"). Click any node to filter the content area to that team or department.